Capsule CRM + Yobi

Send sms notifications for new or updated Capsule CRM opportunities with Yobi

Stay on top of your Capsule CRM opportunities and instantly update your team with this efficient automation. When you have a new or updated opportunity in Capsule CRM, this workflow sends an SMS through the Yobi app to keep everyone informed. Maintain seamless communication and streamline your CRM updates with this time-saving solution.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send SMS
send sms from yobi
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Yobi phoneRequired
Trigger
Scheduled
Try It
- type of taskRequired
- statusRequired
Trigger
Scheduled
Try It
- Task TitleRequired
- DescriptionRequired
- Assigned toRequired
- Contact ID
- Channel ID
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- yobi phone numberRequired
Trigger
Scheduled
Try It
Yobi New Contact Created
Triggers when a new contact is created on Yobi.
Trigger
Scheduled
Try It
- First NameRequired
- Last Name
- Email
- Phone
Action
Write
- to numberRequired
- sms bodyRequired
- your Yobi numberRequired
Action
Write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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About Yobi

With Yobi you can make calls, send SMS messages and respond to Social Media messages in one app.

Help

Related categories

App Builder

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Capsule CRM + Yobi

Send sms notifications for new or updated Capsule CRM opportunities with Yobi

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Missed Calls

Yobi phoneRequired

Yobi New Task Created

type of taskRequired

statusRequired

Create Yobi Task

Task TitleRequired

DescriptionRequired

Assigned toRequired

Contact ID